Dell’Oro Group
Dell'Oro Group is a private market research firm providing quantitative intelligence on telecommunications infrastructure, enterprise networks and security, and data center infrastructure to vendors, carriers, and financial institutions worldwide.
- Company typePrivate
- Founded1999
- HeadquartersRedwood City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Dell’Oro Group does
Dell'Oro Group is a privately-held market research firm headquartered in Redwood City, California, specializing in quantitative market intelligence for telecommunications infrastructure, enterprise networks and security, and data center infrastructure. Founded by Tam Dell'Oro and operating since the late 1990s, the firm delivers detailed market sizing, vendor share analysis, port/unit shipment tracking, average selling price data, and 5-year forecasts across more than 30 active research lines spanning mobile RAN, optical transport, broadband access, mobile core, routing, network security, SASE/SD-WAN, wireless LAN, data center IT capex, semiconductors, physical infrastructure, and emerging areas such as 6G, AI RAN, AI & cloud-native security, liquid cooling, and high-density power. Its data infrastructure tracks approximately 50 telecommunications service providers representing roughly 80% of worldwide telecom capex, along with top hyperscale cloud providers, providing a longitudinal view that is difficult for competitors to replicate.
The firm's product portfolio is structured around three delivery formats: quarterly reports (published February, May, August, November), 5-year forecast reports (published January and July), and advanced research reports on emerging technology topics. Clients access content through full-year annual subscriptions that bundle multiple report lines with up to six hours of direct analyst support, through single-report one-time purchases, or through custom research, consulting, and strategic presentation engagements. Distribution is direct B2B via online client portal, email delivery, and named-analyst engagement. The customer base spans hundreds of companies worldwide across telecommunications equipment vendors, service providers and carriers, financial institutions, enterprises, and regulatory bodies. The firm is wholly founder/management-owned with no disclosed external investment, funding rounds, or M&A activity.
Dell’Oro Group firmographics
Firmographics- Name
- Dell’Oro Group
- Legal name
- Dell'Oro Group
- Website
- https://delloro.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Dell'Oro Group is a private market research firm providing quantitative intelligence on telecommunications infrastructure, enterprise networks and security, and data center infrastructure to vendors, carriers, and financial institutions worldwide.
- Ownership category
- akta.pro rank
Dell’Oro Group industry classification
Industry- Product category
- Market Research Services
- NAICS
- Marketing Research and Public Opinion Polling (54191), Management Consulting Services (54161)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Competitive & Market Intelligence (Competitive Tracking, TAM/SAM/SOM) (MPAAALAL)
Keywords
Where Dell’Oro Group is headquartered
LocationHeadquarters
- HQ city
- Redwood City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Dell’Oro Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Market Research Subscriptions: Full-year subscription services providing quarterly reports (published February, May, August, November), 5-year forecast reports (January and July), up to six hours of direct analyst support, and online client portal access with PDF and Excel report formats.
- Single Report Sales: One-time purchases of quarterly reports, 5-year forecast reports, or advanced research reports. Includes 30 minutes of analyst support within 30 days of purchase, delivered via email.
- Custom Research and Consulting: Custom data sets, enhanced regional analysis, competitive analysis, survey research, strategic consulting, thought leadership content, and custom presentations for advisory boards and executive teams.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Full-Year Subscription Service - Comprehensive research package with quarterly reports, 5-year forecasts, and analyst support |
| One time/ perpetual license | Pay-as-you-go | Single Report - One-time report purchase option |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Dell’Oro Group product offering
Product offeringCore offering
Dell'Oro Group is a market research firm that provides quantitative analysis of telecommunications infrastructure, enterprise networks and security, and data center infrastructure markets. It delivers subscription-based research including quarterly market share reports, 5-year forecast reports, and advanced research reports covering topics such as RAN, optical transport, SASE, data center capex, and AI networking, plus custom research, consulting, and strategic advisory services.
Product overview
Dell'Oro Group is a market research firm offering quantitative information on telecommunications infrastructure, enterprise networks and security infrastructure, and data center infrastructure markets. The company's offerings consist of research subscription services and individual report purchases rather than a unified software product. Core offerings include Quarterly Reports (published in February, May, August, and November), 5-Year Forecast Reports (published in January and July), and Advanced Research Reports covering specialized topics. The research portfolio spans telecommunications infrastructure (including 6G, AI RAN, Mobile RAN, Optical Transport, Mobile Core Network, Broadband Access, Microwave Transmission, High End Routing, Open RAN, IPoDWDM, PON technologies, Private Wireless, and Telecom Capex), enterprise networks and security (including Network Security, SASE & SD-WAN, Wireless LAN, Campus Ethernet Switch, Total Ethernet Switch, Campus NaaS, Distributed Cloud Networking, Hybrid Mesh Firewall, and AI & Cloud-native Security), and data center infrastructure (including Data Center IT Capex, Data Center IT Semiconductors & Components, Data Center Physical Infrastructure, Data Center Liquid Cooling, Data Center Switch AI Back-end and Front-end Networks, Ethernet Adapter & Smart NIC, and Data Center High-density Power). Reports are delivered in PDF and Excel formats via an online client portal. The company also offers custom research, consulting, thought leadership content, and strategic presentations through its advanced services.
Differentiator
Problem solved
Functional benefit
Companies that use Dell’Oro Group
Customer profileSegments4 records
Ideal customer profiles4 records
Dell’Oro Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Dell’Oro Group partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights6 records
Dell’Oro Group competitors and assessment
Company assessmentDirect peers
- TeleGeography: TeleGeography, a division of PriMetrica, publishes quantitative telecom research on international networks, submarine cables, and wholesale capacity. It is a direct peer in telecom infrastructure market intelligence with a similar niche subscription model.
- Omdia (Informa): Omdia is the largest dedicated telecom, enterprise network, and data center infrastructure research firm, spun out of IHS Markit and owned by Informa. It directly competes with Dell'Oro across nearly every tracked program, including RAN, optical transport, Ethernet switching, and data center capex.
- 650 Group: 650 Group is a smaller, independent telecom and data center infrastructure research firm covering cloud, Ethernet, optical, and service provider markets. It competes head-to-head with Dell'Oro on many of the same quantitative subscription programs.
- Synergy Research Group: Synergy Research is a private research firm focused on cloud, data center, and enterprise IT infrastructure markets — closely overlapping Dell'Oro's data center capex, hyperscale cloud, and enterprise infrastructure programs.
Broad incumbents
- S&P Global / IHS Markit: S&P Global Market Intelligence (incorporating legacy IHS Markit) provides broad coverage of telecom equipment, components, and infrastructure markets. It overlaps Dell'Oro in service provider and optical/datacenter component research but as part of a much larger data and ratings franchise.
- Frost & Sullivan: Frost & Sullivan is a global consulting and market research firm with telecom, networking, and data center coverage. It overlaps Dell'Oro in infrastructure research while also offering growth consulting and custom engagements.
- IDC: IDC is a global IT market intelligence firm covering enterprise infrastructure, cloud, and telecom with much broader scope than Dell'Oro. It overlaps directly in data center, networking, and service provider research, but covers far more adjacent IT segments.
- Gartner: Gartner is the largest IT research and advisory firm globally, with coverage of networking, data center, and security infrastructure. It competes with Dell'Oro for enterprise and vendor subscriptions but offers a far wider advisory and consulting portfolio.
Emerging players
- Appledore Research: Appledore Research is a smaller advisory and research firm focused on telecom BSS/OSS, network automation, and digital transformation. It is adjacent rather than overlapping with Dell'Oro's infrastructure focus but competes for the same vendor and operator mindshare.
- Counterpoint Research: Counterpoint Research is an independent tech research firm covering semiconductors, connectivity, and emerging technologies including 5G/6G and AI infrastructure. It is an emerging player in adjacent segments where Dell'Oro also publishes forward-looking research.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Dell’Oro Group social profiles
Digital presenceDell’Oro Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dell’Oro Group leadership team
Management profileNumber of profiles
Profiles11 records
Dell’Oro Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dell’Oro Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dell’Oro Group
What does Dell’Oro Group do?
Dell'Oro Group is a market research firm that provides quantitative analysis of telecommunications infrastructure, enterprise networks and security, and data center infrastructure markets. It delivers subscription-based research including quarterly market share reports, 5-year forecast reports, and advanced research reports covering topics such as RAN, optical transport, SASE, data center capex, and AI networking, plus custom research, consulting, and strategic advisory services.
Is Dell’Oro Group a public or private company?
Dell’Oro Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Dell’Oro Group founded?
Dell’Oro Group was founded in 1999. It employs 11 to 50 people.
Where is Dell’Oro Group based?
Dell’Oro Group is headquartered in Redwood City, United States, in the North America region.
How does Dell’Oro Group make money?
Three revenue lines are on record. Market Research Subscriptions are the primary driver. The others are single Report Sales and custom Research and Consulting.
Who are Dell’Oro Group's main competitors?
Direct peers on record are TeleGeography, Omdia (Informa), 650 Group and Synergy Research Group. Broad incumbents are S&P Global / IHS Markit, Frost & Sullivan, IDC and Gartner. Emerging players are Appledore Research and Counterpoint Research.
Does Dell’Oro Group have an API?
No public API is recorded for Dell’Oro Group.
What industry is Dell’Oro Group in?
Dell’Oro Group's product category is Market Research Services. Its primary akta.pro industry code is MPAAALAL, Competitive & Market Intelligence (Competitive Tracking, TAM/SAM/SOM). Its NAICS code is 54191 and its SIC code is 8700.